Philip N. Jefferson Cites Data Return in 2026 Outlook at Florida Atlantic University

Overview

• Speaking on Feb. 4 at Florida Atlantic University, Jefferson presented his early‑2026 economic outlook and remarks on monetary policy implementation.
• He said the gradual restoration of federal data after last year's funding lapse has made forming an outlook easier, and he thanked statistical agencies for their service.
• He stressed reliance on a broad array of information, including Federal Reserve, state, and private‑sector data, to inform policy judgments.
• He outlined three areas of focus: the outlook, implications for the policy path, and recent operational developments in implementation.
• He announced no policy decisions and noted the views were his own, as the broader debate over the 2026 rate path continues with markets largely expecting a near‑term hold.